Two investors chatting across the table about their investing journeys, the market & shares they hold or look interesting
S4 Ep20: Mining #investing - Where is the future? John Teeling Arkle Resources #ark
00:00:14 Introduction to Arkle Resources
00:00:50 Green Revolution and Resource Demand
00:03:03 Global Lithium Demand and China’s Dominance
00:04:42 Lack of Exploration in Critical Raw Minerals Act
00:07:53 Decline of Junior Explorers
00:11:00 Exploration and Risk
00:16:14 Global Mining Legislation and Exploration
00:20:28 Middle-Class Growth in Developing Countries
00:23:45 The Misconceptions of Environmental Activism
00:26:22 Technological Solutions for a Greener Future
00:28:37 Gold as a Store of Value
00:30:46 Lithium Exploration in Botswana
00:36:14 Zinc Exploration in Ireland
00:39:52 Lithium and Gold in Zimbabwe and Ireland
10/21/2024 • 41 minutes, 23 seconds
S4 Ep19: "Riding the Rocket!" of Share Price Growth #sbmi #silver #investing #stockmarket
00:00 - Welcome and Introductions
01:30 - Peter Clausi Early Career: From Law to Mining - Peter shares his academic background in computer science and law, and how he transitioned into the mining industry.
04:50 - Involvement in Fit Spirit: Promoting Self-Esteem for Teenage Girls - Peter discusses his work with Fit Spirit, a charity focused on empowering young women.
07:00 - Canada's Changing Retail Investor Landscape in Mining - Peter explains the decline in retail investor interest in mining and the impacts of cannabis and crypto investment trends.
10:30 - Public Perception of Mining and the Green Revolution - Peter dives into misconceptions about mining and the industry's crucial role in the Green Revolution.
12:30 - Challenges in Mining and Coping with Stress - Peter shares personal stories about the supply chain challenges faced by Silver Bullet Mines during the pandemic.
17:00 - Defining Success in Mining and Business - Peter reflects on past successes and the importance of long-term strategy over quick wins.
20:30 - Multiple Roles and Public Company Responsibilities - Peter talks about his other roles in public companies, including CBLT Inc., and his commitment to transparency with shareholders.
24:00 - Work-Life Balance: Family, Work, and Personal Life - Peter shares how he manages his busy professional life while balancing personal commitments and passions like cooking and guitar.
29:30 - Future of Silver Bullet Mines: Production and Revenue Goals - Peter discusses Silver Bullet Mines' production goals, third-party material processing, and revenue plans for Q4.
33:00 - Long-Term Vision for Silver Bullet Mines - Peter outlines the company’s future development plans, including possible takeovers and expansion of other mining properties.
34:45 - Closing Remarks and Farewell - Final thoughts from Peter and the hosts, along with an invitation to meet in person at PDAC in March.
10/11/2024 • 35 minutes, 38 seconds
S4 Ep18: A Mining Legacy in Africa | Jason Brewer | Marula #kenya #maru #africa #copper #lithium #graphite
00:00 - Introduction and Welcome - Market Musings podcast introduction and greetings with co-host Pam Sidhu.
00:00:54 - Guest Introduction: Jason Brewer - Introduction to Jason Brewer from Marula Mining and his role.
00:02:26 - Jason Brewer’s Background and Early Career - Jason's childhood, mining family, and early experiences in the mining industry.
00:04:43 - Love for Africa - Jason discusses his attraction to Africa, its opportunities, and how he’s thrived in this environment.
00:07:22 - Challenges and Success in Africa - Jason explains the determination needed to succeed in Africa and the entrepreneurial mindset that thrives there.
00:14:14 - Marula Mining’s Ambitions - Jason lays out his goals for Marula Mining and the company's long-term vision of growth and sustainability.
00:25:15 - Daily Life and Routine - Jason shares his daily routine, work ethic, and the role of maintaining balance between work and health.
00:39:07 - Reflections on Past Career and Lessons Learned - Jason reflects on past career experiences, both successes and failures, and how they've shaped his approach to business today.
00:45:03 - Charity and Giving Back - Jason discusses his involvement with the Mayflower Children's Foundation and the importance of giving back in Kenya.
00:52:28 - Project Updates and Future Plans - Jason provides updates on Marula Mining’s key projects and looks forward to transformative developments in 2025.
10/1/2024 • 58 minutes, 28 seconds
S4 Ep17: Market Insights with Charles Archer #gmet, #pow, #svml, #ntog, #met1, #ciz
00:00 - Introduction
01:15 - Guardian Metal Resources
08:46 - Power Metal Resources
14:00 - Sovereign Metals
21:55 - Nostra Terra Oil & Gas
35:43 - Metals One
43:16 - Cizzle Bio Tech
7/10/2024 • 50 minutes, 50 seconds
S4 Ep16: Back In The Black ft. Paul Welch CEO Nostra Terra Oil & Gas #ntog #texas #oil
00:00 - Introduction
01:40 - Paul's Potted History
16:30 - Working at Shell
22:00 - Turning The Company Around
28:50 - Oil Field Potential
40:25 - Expansion Potential
43:16 - Funding, Oil Price, Production Target
47:15 - What Do You Want To Achieve & How
By Mark Fairbairn & Alan Green
Recorded 18/6/2024
7/9/2024 • 47 minutes, 51 seconds
S4 Ep15: Not A Case Of 'You Got A Hunch, You Bet A Bunch' w/ Rick Rule
00:00 - Introduction
02:40 - Rick's Apprenticeship Bar
09:25 - What Questions Do You Ask Of CEO's
16:00 - Defining Your Time Catalyst
24:30 - Money is Made in the Delta of Value vs Price
27:12 - How Do You Pick A Stock?
32:24 - Where Are We in the Mining Cycle?
37:02 - Questions From Our Audience
42:25 - Rick Invites You To Mining Journal Select London
44:15 - Rick Rule Symposium
By Mark Fairbairn
Recorded 20/6/2024
6/26/2024 • 48 minutes, 26 seconds
S4 Ep14: Copper, Uranium & Innovation w/ Nicole Galloway-Warland CEO Thor Energy #thr #uranium #copper
00:00 - Introduction
00:40 - Nicole's Journey to Geology
- Nicole's background and early interest in geology.
- Nicole's early career challenges, working underground, and gender barriers in the mining industry.
04:20 - Evolution and Shifts in the Industry
- Shifts in industry culture and the impact of women in mining.
- Nicole's transition to exploration and the excitement of discovery.
07:24 - Challenges in the Industry
- Market challenges, project dormancy, and commodity preferences.
08:55 - Memorable Discoveries
- Discussion about Nicole's favorite commodity, gold, and experiences in gold discovery.
- Memorable experiences working in Ukraine and Argentina.
11:39 - Challenges in Different Environments
- Challenges faced in different parts of the world and remote environments.
- Different types of deposits Nicole has worked with and her approach to exploration.
15:25 - Transition to Thor Energy
- Nicole's transition to Thor Energy and the shift from Thor Mining to Thor Energy.
18:10 - Uranium Projects
- Discussion about Thor Energy's focus on uranium projects and their importance.
20:28 - Copper Projects
- Explanation of the in-situ recovery method for copper projects.
22:14 - Upcoming Activities
- Upcoming drilling programs and project evaluations.
00:24:19 - Personal Reflections and Future Goals
- Nicole's personal reflections on her time with Thor Energy and future goals..
6/5/2024 • 26 minutes, 12 seconds
S4 Ep13: Green Brines & Lithium Lines In Bolivia w/ David Horgan Chairman Clontarf Energy #clon
00:00 - Introduction
01:14 - The Demand for Lithium
17:00 - Clean & Green Lithium from Brines
23:58 - Working in Bolivia
31:39 - EU Participation in Securing Lithium
41:12 - How Far Along Are You?
42:53 - Pilot Plant & Production
49:05 - Phases of Development
5/31/2024 • 54 minutes, 13 seconds
S4 Ep12: Blow Off Top In Equities Q4 w/ The Zeberg Report #investing #mining #commodities #gold #economy
In this podcast Henrik Zeberg of The Zeberg Report joins host Mark Fairbairn & CEO of Panther Metals Darren Hazelwood as they discuss Henrik's Blow Off Top theory and some of the key factors driving a bullish equities market followed by a crisis and a major opportunity in commodities & mining
00:00 - Introductions
01:50 - Henrik's Theory
04:22 - The Business Cycle - Macro Data
12:37 - The Blow Off & Interest Rates
19:07 - How will we get through the turmoil?
26:37 - Timing is Everything
33:15 - What Does Post Crisis Look Like?
39:32 - Whats Driving Commodity Prices #gold
46:10 - Almighty Opportunity in Miners
47:47 - Planning Ahead - Final Thoughts
By Mark Fairbairn
5/27/2024 • 53 minutes, 54 seconds
S4 Ep11: Hi Yo Silver: Building A Producing Silver Mine w/ John Carter CEO Silver Bullet Mines #sbmi #silver
00:00 - Introduction to John
11:11 - Silver Bullet Mines
18:05 - Challenges Along The Way
26:11 - Washington (Idaho)
33:19 - Cashflow from Processing Other Mine's Ore
35:54 - What Is To Come Near Term
By Mark Fairbairn & Alan Green
Recorded 3/5/2024
5/15/2024 • 44 minutes, 11 seconds
S4 Ep10: Fulcrum's Golden Tipping Point? Gold Tailings in Ontario w/Charles Archer
S4 Ep9: From Dial up to Hashtags | Web3 w/Malcolm Palle Chairman Coinsilium #coin
Malcolm Palle the Chairman of Coinsilium PLC joins us to discuss the recent Bitcoin Halving and the upcoming revolution of the internet with Web3
00:00 - Introduction
01:15 - Bitcoin #btc
11:26 - Web3
20:21 - How to Compete with the Big Internet Players
26:46 - New Advertising Models for Web3
31:40 - Will Google etc Adapt to Web3?
34:34 - Key Next Steps in the Evolution of Web3
37:12 - Decentralization of Data Like How Crypto Decentralized Money
42:47 - Bolt
45:28 - How Will Coinsilium Give Investors Exposure Upside to Investors
By Mark Fairbairn & Alan Green
Recorded 25/4/2024
5/1/2024 • 52 minutes, 53 seconds
S4 Ep8: Positioning For An Electric Future with #ree & Copper w/ Cedric Simonet CEO Altona Rare Earths
00:00 - Introduction
01:44 - Cedric's Background
13:10 - Monte Muambe Fluorspar Opportunity
15:38 - Scoping Study
20:20 - REE Prices & Market Outlook
27:10 - Monte Muambe Economics
30:35 - What Do You Need To See To Make Monte Muambe A Success?
33:37 - Copper in Zambia
41:26 - Kalahari Copper Belt
52:05 - The Mining Cycle
By Mark Fairbairn & Alan Green
4/23/2024 • 55 minutes, 53 seconds
S4 Ep7: We Want To Build This Into a Billion £ Company w/ David Lenigas, Chairman Vinanz PLC #btc #bitcoin
00:00 - Introduction
01:15 - BTC price and what is driving it
10:07 - Alt Coins
13:13 - Who Are Vinanz PLC
13:36 - Lessons learnt from other BTC mining operators
27:13 - What is the Vinanz Investment Case?
29:22 - Tokenisation of Assets
34:43 - USA Roadshow
40:55 - Gold and Silver
By Mark Fairbairn, Alan Green
4/14/2024 • 47 minutes, 30 seconds
S4 Ep6: Market Insights: #pow #fdr #gmet #ecr #cobr #kdnc with Charles Archer
00:00 - Introduction
09:57 - Power Metal Resources
17:28 - First Development Resources
19:07 - Golden Metal Resources
25:47 - Market Risks
28:42 - ECR Minerals
29:29 - Cobra Resources
35:00 - Cadence Minerals
3/27/2024 • 46 minutes, 10 seconds
S4 Ep5: Whats Driving the Bitcoin Price w/ Malcolm Palle of Coinsilium #btc #coin #investing #crypto
3/12/2024 • 42 minutes, 48 seconds
S4 Ep4: Junior Miners in 2024 with Rich Lloyd CEO of MINEXIA
00:00 - Introduction
02:55 - Uranium
07:40 - Gold
08:30 - Indaba
11:30 - What Deals Are You Seeing?
13:50 - Lithium
15:20 - Vibe with the Juniors, M&A
18:10 Attractive Jurisdictions
22:30 - Final Thoughts
2/2/2024 • 23 minutes, 45 seconds
S4 Ep3: Risk & Reward | Building a Risk management Business #acrm